Mortgage Sales Assistant - Olympia, WA in Olympia, WA at Key Bank- Corporate

Date Posted: 8/27/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    3611 Martin Way East
    Olympia, WA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    8/27/2018

Job Description

ABOUT THE JOB (JOB BRIEF)

The Mortgage Sales Assistant will be responsible for supporting Mortgage Sales Managers, as well as the assigned Mortgage Loan Officers with the day to day operations and sales activities of residential mortgage lending.

ESSENTIAL JOB FUNCTIONS

  • Assemble application data, and submit complete package to processing/set up
    • Assist in the day to day processing, document tracking and gathering/forwarding of all required documents as it relates to mortgage originations
    • Prioritize and route incoming sales calls, as well as any customer correspondence
    • Primary liaison with all levels of origination/support staff, Key employees, and any external contacts
    • Follows up with clients on missing or supporting documentation needed to complete application
    • Provides loan officer/sales manager with sales support for marketing to past clients and COI's, including mailers, flyers and email blitzes
    • Prepares presentations, and marketing materials, for meetings and special events
    • Maintain Weekly Pipeline calls with support staff, as well as managing to rate lock expirations
    • Reviews appraisals, and mortgage loan commitments with loan officers
    • Reviews loan amounts, values, and any required outstanding conditions, that are warranted to move the loan to closing
    • Ensures movement of loans through pipeline
    • Pulls various production reports for monthly review of loan officer, district, and branch goals
    • Coordinates meetings and training sessions on behalf of sales manager/loan officer
    • Must adhere to pertinent laws, regulations, Key’s Compliance Policy and external compliance requirements

REQUIRED QUALIFICATIONS

  • High School diploma.
  • Advanced education preferred.
  • 3+ years experience as an Mortgage Administrative Assistant
  • Must have strong organizational, verbal, written communication skills, including the ability to be comfortable working for and receiving instructions from several team members.
  • Proficient in Word, Excel, PowerPoint, email, etc.
  • Ability to be flexible and work diplomatically in team environment and the ability to quickly assimilate and use other programs, processes and procedures with minimal to moderate instruction is necessary.
  • Highly organized individual with a penchant for accuracy, the capability to balance multiple priorities and the ability to perform at a high standard in a fast paced environment.
Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.

ABOUT KEY:
KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

ABOUT THE BUSINESS:
KeyBank has administrative services in place that help support the business. These include: Finance, Human Resources, Legal, and Marketing. KeyBank’s Corporate Center supports strategic initiatives through multiple teams which provide distinctly different, yet interrelated, disciplines for the KeyBank Leadership team and its business groups. The Corporate Center protects and enhances Key’s brand through thoughtful and deliberate messaging and responsible banking. Our proactive approach and significant expertise engage both internal and external constituents – employees, clients, shareholders, investors, regulators, legislators, community advocates – by adding value, positively influencing their perceptions, and instilling a sense of confidence in Key.

FLSA STATUS:Non-Exempt

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

JobID: 27775BR

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